Estate of , Deceased
Schedule of Assets
Description of Assets |
A |
B |
C |
D |
E |
Total value of Asset on Date/Death |
How is Asset Owned |
Portion Owned by Decedent |
Value of Decedent’s Interest |
Probate Or Non-Probate |
|
1. Cash Items: |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
2. Bank/Savings & Loan Accounts: (name and location of the bank, type of account, account number, account balance) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3. Real Property (common address, brief description) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4. Securities Stocks (name of company, type and number of shares) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
Bonds:(type of bond, face amount) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
U.S. Savings
Bonds/Treasury Bills: (Series, amount, date of issue) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
Mutual Funds: (Name of the fund, number of shares) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
Description of Assets |
A |
B |
C |
D |
E |
Total value of Asset on Date/Death |
How is Asset Owned |
Portion Owned by Decedent |
Value of Decedent’s Interest |
Probate Or Non-Probate |
|
5. Insurance: (Name of the company, policy number, name of beneficiary, name of owner) Policies
on Decedent’s Life: |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Policies
owned by decedent on another |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
6. Retirement and Death Benefits: (Description, beneficiary, amount) Employee
Benefits: |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
Pension, Profit- Sharing,
Savings Plans: |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
Social Security/Railroad
Retirements: |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
7. Amounts Due to the Decedent: (Name of payor, amount) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
8. Promissory Notes: (Name of payor, date amount, balance) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
9. Tangible Personal Property: (Household furniture, furnishings, personal effects, books, jewelry, artwork, valuable collections, antiques, etc.) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
10. Automobiles (Year, make and model) |
|||||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Description of Assets |
A |
B |
C |
D |
E |
Total value of Asset on Date/Death |
How is Asset Owned |
Portion Owned by Decedent |
Value of Decedent’s Interest |
Probate Or Non-Probate |
|
11. Business Interests: (Partnerships, sole Proprietorships, Family corporations,
brief descriptions) |
|||||
|
|
|
|
|
|
12. Other Assets (Copyrights, royalty interests, patents, any other
property not listed above) |
|||||
|
|
|
|
|
|
Total
Value of Decedent’s Gross Estate:
|
|||||
Deductions (for Federal
Estate Tax Purposes) |
Amount |
||||
a. Debts owned by decedent at date of death |
|||||
|
|
||||
|
|
||||
|
|
||||
|
|
||||
b. Expenses of estate administration: |
|||||
|
|
||||
|
|
||||
c. Last illness expenses: |
|||||
|
|
||||
|
|
||||
d. Funeral expenses: |
|||||
|
|
||||
|
|
||||
|
|
||||
e. Sales contracts (automobiles, furniture, television): |
|||||
|
|
||||
|
|
||||
f. Mortgages/promissory notes due: |
|||||
|
|
||||
|
|
||||
|
|
||||
TOTAL:
$
|